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Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
676
Capital Investment Advisory Services
North Carolina
$302K
CFSG
677
Community Financial Services Group
Vermont
$301K -$53K -185 -16%
AT
678
American Trust
Kentucky
$300K +$283K +988 New
OFS
679
OneAscent Financial Services
Alabama
$299K -$250K -874 -47%
VFA
680
Values First Advisors
Tennessee
$296K +$279K +973 New
FCBT
681
First Citizens Bank & Trust
North Carolina
$296K +$49.3K +172 +22%
PAG
682
Private Advisory Group
Washington
$293K -$2.58K -9 -0.9%
HR
683
Hardy Reed
Mississippi
$292K +$1.72K +6 +0.6%
AIM
684
Avity Investment Management
Connecticut
$290K -$33K -115 -11%
JWM
685
JGP Wealth Management
Oregon
$289K +$273K +951 New
PMA
686
Prudent Man Advisors
Illinois
$287K +$7.16K +25 +3%
SS
687
SBI Securities
Japan
$286K -$1.82M -6,340 -87%
EWM
688
Endowment Wealth Management
Wisconsin
$282K +$42.1K +147 +19%
SPWM
689
Schrum Private Wealth Management
Florida
$281K +$22.9K +80 +9%
MA
690
Mutual Advisors
Nebraska
$280K +$24.1K +84 +9%
ATPW
691
Ashton Thomas Private Wealth
Arizona
$279K -$33.8K -118 -11%
RG
692
Rathbones Group
United Kingdom
$279K -$21.8K -76 -8%
CIC
693
Carnegie Investment Counsel
Ohio
$279K -$287 -1 -0.1%
BPW
694
Bingham Private Wealth
California
$279K -$28.7K -100 -10%
GFA
695
Gallagher Fiduciary Advisors
Illinois
$278K -$15.5K -54 -6%
PWP
696
Phillips Wealth Planners
Mississippi
$278K -$128K -445 -33%
JCM
697
Janney Capital Management
Pennsylvania
$276K -$26.4K -92 -9%
BCG
698
Breakwater Capital Group
New Jersey
$276K
RP
699
Riverbridge Partners
Minnesota
$274K -$1.43K -5 -0.6%
AIFAIM
700
American Institute for Advanced Investment Management
Arizona
$274K